Summary:
Law Firm is seeking an experienced Taxation and Wealth Planning Paralegal for their Blue Bell, PA office. The ideal candidate will have a minimum of eight years of experience and be responsible for various tasks related to tax planning and estate administration. This is a full-time position with competitive salary and benefits, and the opportunity for growth and development within the firm.
Salary Information:
Salary will be competitive and commensurate with experience.
Job Title:
Taxation and Wealth Planning Paralegal
Experience Information:
Minimum of eight (8) years of experience required.
Primary Responsibilities:
- Calendar management, including tax-related deadlines and client calls/meetings.
- Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns.
- Estate administration, including prepare and file probate documents, advise and respond to clients.
- Trust administration, including prepare withdrawal right notices and appointments of successor trustees.
- Prepare trust and estate accountings.
- Draft simple wills and correspondence.
- Apply for tax identification numbers.
- Prepare and file deeds and related documents, review deed records.
- Form entities with Secretary of State office.
- Prepare corporate minutes and maintain minute books.
- Calculate taxes, tax exemptions, and executor fees.
- Basic research of local and state rules, federal statutes and IRS authority, provide written or verbal summary to the supervising attorney.
Skills and Abilities:
- Excellent written and verbal communication skills.
- Strong problem-solving skills.
- Strong organizational skills.
- Ability to demonstrate flexibility, balance competing demands and effectively manage various projects simultaneously.
- Ability to take initiative to improve processes while keeping team members informed.
- Ability to maintain highest level of confidentiality.
- Ability to provide outstanding customer service to internal and external clients/contacts.
- Proficiency with office accounting methods and techniques, including Excel, PowerPoint, Word and Outlook, as well as the ability to learn other programs.
- Working knowledge of tax preparation software, such as EstateWorks, Gems, and Zane or similar products, very important.
- Ability to work with numbers (., basic math, spreadsheets, bank statements).
Requirements:
- BA or BS degree strongly preferred.
- Associate's degree or paralegal certificate with eight years of comparable work experience.
Work Environment and Physical Demands:
- This job operates in a clerical, office setting.
- Sedentary work: Exertion of physical strength to lift, carry, push, pull, or otherwise move objects up to 10 pounds.
- Visual acuity: Close visual acuity required for tasks such as preparing and analyzing data, transcribing, and viewing a computer terminal.
- Walking and standing may be necessary in carrying out job duties.
Disclaimer:
- Law Firm is under no obligation to provide sponsorship for this position.
- Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.
- This job description is not a contract or employment agreement and is not to be construed as an exhaustive statement of all functions, responsibilities, or requirements the employee may be required to perform.
- Management reserves the right to review and revise the job description at any time.
- Employment with the firm is at-will.
- Employees must be able to satisfactorily perform all of the essential functions of the position with or without a reasonable accommodation.
- If an accommodation request would cause an undue hardship or a safety concern, the individual may not be eligible for the position.
- Law Firm is an equal opportunity employer, including veterans and individuals with disabilities.
H1 and H2 Friendly Headings:
H1: Tax and Wealth Planning Paralegal Position Available at Law Firm in Blue Bell, PA
H2: Join Our Established and Collaborative Team as a Taxation and Wealth Planning Paralegal
H1: Primary Responsibilities of the Taxation and Wealth Planning Paralegal Role at Law Firm
H2: Take On Varied and Meaningful Tasks in Tax Planning and Estate Administration
H1: Skills and Abilities Necessary for Success as a Taxation and Wealth Planning Paralegal
H2: Showcase Your Strong Communication, Organizational, and Problem-Solving Skills
H1: Requirements for the Taxation and Wealth Planning Paralegal Position at Law Firm
H2: BA/BS Degree and 8 Years of Experience Preferred for this Full-Time Opportunity
H1: Work Environment and Physical Demands for the Taxation and Wealth Planning Paralegal Role
H2: Enjoy a Comfortable Office Setting with Sedentary Work and Close Visual Acuity Requirements
H1: Disclaimer and Equal Opportunity Statement for the Taxation and Wealth Planning Paralegal Position
H2: Learn More About the Expectations and Opportunities Available at Law Firm.
